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RSBT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Mather Group
1
Mather Group
Illinois
USD 8.92 M +USD 5.94 M +308,805 +193%
Integrated Wealth Concepts
2
Integrated Wealth Concepts
Massachusetts
USD 7.67 M +USD 474 k +24,667 +7%
World Investment Advisors
3
World Investment Advisors
California
USD 7.26 M – – –
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
USD 5.56 M +USD 418 k +21,756 +8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
USD 5 M +USD 3.96 M +205,852 +364%
IWP
6
Innova Wealth Partners
Pennsylvania
USD 4.67 M +USD 348 k +18,083 +8%
BP
7
BWM Planning
Texas
USD 3.86 M +USD 512 k +26,639 +15%
TP
8
Trailhead Planners
Minnesota
USD 2.79 M +USD 880 k +45,754 +45%
WW
9
Wright Wealth
Georgia
USD 2.7 M +USD 103 k +5,376 +4%
WCM
10
WealthTrak Capital Management
Virginia
USD 1.95 M +USD 34.5 k +1,796 +2%
FA
11
Fermata Advisors
California
USD 1.73 M +USD 889 k +46,221 +104%
SteelPeak Wealth
12
SteelPeak Wealth
California
USD 1.29 M +USD 100 k +5,223 +8%
Betterment LLC
13
Betterment LLC
New York
USD 511 k +USD 2.6 k +135 +0.5%
Manhattan West Asset Management
14
Manhattan West Asset Management
California
USD 372 k +USD 376 k +19,525 Nuevas
PFA
15
Professional Financial Advisors
Nebraska
USD 287 k -USD 5.4 k -281 -2%
Accurate Wealth Management
16
Accurate Wealth Management
Florida
USD 256 k -USD 307 k -15,987 -54%
Aptus Capital Advisors
17
Aptus Capital Advisors
Alabama
USD 102 k +USD 43.2 k +2,244 +72%
Wealth Enhancement Trust Services
18
Wealth Enhancement Trust Services
South Dakota
USD 77.2 k +USD 78 k +4,055 Nuevas
Farther Finance Advisors
19
Farther Finance Advisors
California
USD 44.6 k +USD 3.38 k +176 +8%
LC
20
Luminist Capital
Michigan
USD 30.2 k +USD 30.5 k +1,587 Nuevas
WAM
21
Worth Asset Management
Texas
– -USD 426 k -22,613 Cerradas
Kovack Advisors
22
Kovack Advisors
Florida
– -USD 379 k -20,101 Cerradas